Uptown Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Uptown Financial Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Hold	6,490	–	–	0.68%	26
2026 Q1	$961K	Sell	6,490 -589	-8%	-$88.6K	0.76%	25
2025 Q4	$1.02M	Buy	7,079 +30	+0.4%	+$4.27K	0.73%	25
2025 Q3	$994K	Hold	7,049	–	–	0.82%	24
2025 Q2	$940K	Hold	7,049	–	–	0.81%	25
2025 Q1	$909K	Hold	7,049	–	–	0.93%	23
2024 Q4	$899K	Buy	+7,049	New	+$919K	0.97%	21

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Uptown Financial Advisors's VYM Position: Q2 2026 in Review

Uptown Financial Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 6,490 shares worth $1.03M. The position accounts for 0.68% of the portfolio, ranked #26.

Uptown Financial Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Uptown Financial Advisors held 6,490 shares of Vanguard High Dividend Yield ETF worth $1.03M as of Q2 2026.
Uptown Financial Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.68% of Uptown Financial Advisors's portfolio in Q2 2026, its #26 holding.
Uptown Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.